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Prudential Financial

988 hedge funds and large institutions have $28.6B invested in Prudential Financial in 2018 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 363 increasing their positions, 352 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

3% more funds holding

Funds holding: 963988 (+25)

3% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 352

0.9% less ownership

Funds ownership: 66.58%65.69% (-0.9%)

6% less call options, than puts

Call options by funds: $176M | Put options by funds: $187M

12% less capital invested

Capital invested by funds: $32.4B → $28.6B (-$3.78B)

24% less funds holding in top 10

Funds holding in top 10: 1713 (-4)

Holders
988
Holders Change
+25
Holders Change %
+2.6%
% of All Funds
22.64%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.3%
New
107
Increased
363
Reduced
352
Closed
71
Calls
$176M
Puts
$187M
Net Calls
-$11.3M
Net Calls Change
+$96.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NSB
801
Norway Savings Bank
Maine
$113K
ATC
802
Adirondack Trust Company
New York
$103K -$7.1K -63 -6%
GLI
803
Guardian Life Insurance
New York
$101K -$45.9K -407 -29%
MWM
804
MinichMacGregor Wealth Management
New York
$101K +$225 +2 +0.2%
MOS
805
MGO One Seven
Ohio
$100K -$564 -5 -0.5%
TFA
806
Toth Financial Advisory
Virginia
$99K
MCM
807
MV Capital Management
Maryland
$98K -$2.14K -19 -2%
FPB
808
First PREMIER Bank
South Dakota
$97K
IIC
809
Integrated Investment Consultants
Michigan
$95K +$104K +920 New
AIM
810
Arcadia Investment Management
Michigan
$94K
TL
811
TrueWealth LLC
Georgia
$94K +$113 +1 +0.1%
CCM
812
Covington Capital Management
California
$92K -$4.06K -36 -4%
CAW
813
Cornerstone Advisors (Washington)
Washington
$92K +$28.6K +254 +40%
RFM
814
Royal Fund Management
Florida
$90K -$3.16K -28 -3%
KF
815
Krilogy Financial
Missouri
$89K -$16.9K -150 -15%
JA
816
JOYN Advisors
Georgia
$86K +$94K +834 New
SIA
817
SeaBridge Investment Advisors
New Jersey
$82K -$11.3K -100 -11%
KTC
818
Kistler-Tiffany Companies
Pennsylvania
$81K +$28.2K +250 +47%
BBHC
819
Brown Brothers Harriman & Co
New York
$80K -$24.3K -216 -22%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$79K -$4.4K -39 -5%
ACS
821
Archford Capital Strategies
Illinois
$79K +$77.4K +687 New
BWA
822
BDO Wealth Advisors
Florida
$77K +$49.6K +440 +145%
VFA
823
Valeo Financial Advisors
Indiana
$76K -$21.6K -192 -21%
FNB
824
Farmers National Bank
Kentucky
$74K
WAP
825
Wealthcare Advisory Partners
Pennsylvania
$72K -$113 -1 -0.1%

PRU Hedge Fund Activity: Q1 2018 in Review

988 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2018, worth a combined $28.6B — down 12% from $32.4B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new PRU positions and 71 closed out — a net gain of 36 holders — while 363 added to existing stakes and 352 trimmed.

The largest buyer was Charles Schwab, adding an estimated $134M. The largest seller was Capital Research Global Investors, cutting an estimated $1.26B.

  • 988 institutional investors held Prudential Financial (PRU) as of Q1 2018, up from 963 in Q4 2017.
  • Funds reported $28.6B of Prudential Financial stock for Q1 2018, down 12% quarter-over-quarter.
  • 107 funds opened new Prudential Financial positions in Q1 2018 and 71 closed out, a net change of +36 holders.
  • The largest Prudential Financial buyer in Q1 2018 was Charles Schwab, an estimated $134M added.
  • The largest Prudential Financial seller in Q1 2018 was Capital Research Global Investors, an estimated $1.26B sold.

Based on aggregated 13F filings for Q1 2018.